Tell Me Why I Don’t Like Mondays

his is not the first time I’ve had a hangover on a Monday. Bad wine has a way of ruining your day before it has even begun. As the Romans said, In vino veritas. Today, though, it’s not the liquor that’s giving me a headache. It’s the stupid economy… FAANG stocks are getting hammered. Amazon is falling like Icarus too close to the sun. This week on TWS, I talked with Matt Piepenburg of Matterhorn Asset Management. Some context: Ten years ago, I brought my son Henry to meet Egon von Greyerz, the founder of Matterhorn. He smuggled us into a gold vault in the Free Trade Zone deep under the Zurich international airport. I believe it was illegal at the time., might still be. (Sorry, Egon.) Egon and I have been friends for a long time. I’m glad he put me in touch with Matt…